City of Miami

General Employees’ & Sanitation Employees’

Retirement Trust






Bi-Annual Educational & Planning Symposium




August 16 - 18, 2018

Four Seasons Hotel Miami

1435 Brickell Avenue

Miami, FL 33131

Telephone: (305) 358-3535













In accordance with the American with Disabilities Act of 1990, persons needing special accommodations to participate in this proceeding should contact Edgard Hernandez, Pension Administrator, no later than seven (7) days, prior to the proceeding. Telephone (305) 441-2300 for assistance, if hearing impaired, telephone the Florida Relay service numbers, (800) 955-8771, (TDD) or (800) 955-8770 (Voice).











Thursday, August 16th  



3:00 p.m.                                 Check-In




6:00 p.m. –  9:00 p.m.              Welcome Gathering at Bahia

























Friday, August 17th  

Meeting Room: Coral Gables Room






7:30 a.m. – 8:55 a.m.               Breakfast at the Coral Gables Foyer



9:00 a.m. – 9:05 a.m.               Introduction

-          Mr. Joe Simmons, Jr., Chairman



9:05 a.m. – 9:10 a.m.               Roll-call

-          Mr. Edgard Hernandez, Pension Administrator



9:15 a.m. – 9:45 a.m.               Commission of Ethics Educational Session

-          Mr. Robert Thompson

Community Outreach Coordinator



9:50 – 10:50 a.m.                    Fiduciary Duties Educational Session.pdf

-          Mr. Robert D. Klausner, Principal

Klausner, Kaufman, Jensen & Levinson

-          Ms. Katherine M. Sinderson, Partner                            Bernstein Litowitz Berger & Grossman, LLP



10:55 a.m. – 11:15 a.m.           Morning Break at the Coral Gables Foyer










Friday, August 17th - Continued

Meeting Room: Coral Gables Room





11:20 a.m. – 12:05 p.m.           Sexual Harassment Educational Session.pdf

-          Patrick A. Kokenge, Chief Administrative Judge

EEOC Miami District Office



12:10 p.m. – 12:55 p.m.           Data Security Educational Session.pdf

-          Mr. Tom Chesser, Director

-          Mr. John Katalinich, Senior Account Representative

-          Mr. Dan McCain, Senior Manager, Product Support

Levi, Ray & Shoup Retirement Solutions



1:00 p.m. – 2:00 p.m.              Lunch at the Coral Gables Foyer 



2:05 p.m. – 2:30 p.m.               The Federal Reserve and the

                                                            Fixed Income Markets.pdf

-          Mr. Howard Bos, Portfolio Manager, President

-          Mr. Greg Glatt, Vice President, Business Development

Richmond Capital Management



2:35 p.m. – 3:00 p.m.               A wealth of common sense:

                                                The more things change,

                                                The more they stay the same.pdf

-          Mr. Joe Hudepohl, Managing Director, Principal

-          Mr. Jim Skesavage, Client Service, Principal

                                                                 Atlanta Capital Management







Friday, August 17th - Continued

Meeting Room: Coral Gables Room





3:05 p.m. – 3:30 p.m.               The Importance of Long Term Investing

                                                In An Increasingly Short-Term World.pdf

-          Mr. Thad Fletcher, Partner, Client Services/                   Business Development

                                                     Cooke & Bieler Investment Company



3:35 p.m. – 3:50 p.m.               Afternoon Break at the Coral Gables Foyer



3:55 p.m. – 4:20 p.m.               Opioid Crisis.pdf

-          Dr. Mitchell Davis

-          Mr. Steve Bate, PhD.

Opioid Awareness Foundation



4:25 p.m. – 5:00 p.m.               Roundtable Discussion - Wrap Up

                                                             - Open Discussion - All Attendees     



5:00 p.m.                                 Educational & Planning Symposium Concludes



7:00 p.m. – 10:00 p.m.            Dinner at 14 Thirty-Five














Saturday, August 18th




12:00 p.m.                               Check-Out







































Mr. Joe Simmons, Jr., Chairman



Mr. Sean Moy, Vice-Chair



Mr. Luis Fernandez, Trustee



Mr. Clarence Graves, Trustee



Mr. John Hill, Trustee



Ms. Mary Lugo, Trustee



Ms. Olga Machin, Trustee



Ms. Ann-Marie Sharpe, Trustee



 Mr. Ronald Thompkins, Trustee

















Mr. Ronald A. Silver, Esq.





Mr. Edgard Hernandez, Pension Administrator


Mr. Oscar Alvarez, Facility Maintenance Manager


Ms. Maria Blandon, Payroll Specialist


Ms. Marlene Jane, Benefits Specialist


Mr. Yves Louissaint, Staff Accountant


Mr. Enrique Mesa, Chief Accountant


Mr. Christopher Recicar, Treasurer


Ms. Karen Rojas, Benefits Analyst


Ms. Alibel Sanchez, Administrative Aide I


Ms. Elena Valdes, Administrative Assistant III
















Mr. Steve Bate, Opioid Awareness Foundation

Mr. Howard Bos, Richmond Capital Management

Ms. Sandra Bridgeman, City of Miami

Mr. Tom Chesser, LRS Retirement Solution

Mr. Mitchell Davis, Opioid Awareness Foundation

Ms. Sandra Elenberg, Elenberg Consulting, Inc.


Mr. Thad Fletcher, Cooke & Bieler Investment Company

Mr. Greg Glatt, Richmond Capital Management

Mr. Todd Green, Cavanaugh Macdonald Consulting, LLC


Ms. Janna Hamilton, Garcia Hamilton Associates

Ms. Shiela Hemberger, LRS Retirement Solutions

Mr. Joe Hudepohl, Atlanta Capital Management

Mr. Stephen Kamau, Stephen Kamau, Inc.


Mr. John Katalinich, LRS Retirement Solutions

Mr. Robert D. Klausner, Klausner, Kaufman, Jensen & Levinson

Ms. Annie Kokenge, Kruzware, Inc.


Mr. Patrick A. Kokenge, EEOC Miami District Office

Mr. Dan McCain, Sr. Manager, LRS Retirement Solutions







Ms. Edith McCray, City of Miami

Ms. Katherine M. Sinderson, Bernstein Litowitz Berger & Grossman, LLP

Mr. Jim Skesavage, Atlanta Capital Management

Ms. Hilda Thompson, Southeastern Advisory Services


Mr. Robert Thompson, Commission of Ethics

Mr. Wally Wilson, Southeastern Advisory Services






































The City of Miami General Employees’ & Sanitation Employees’ Retirement Trust is grateful to the guest speakers and all attendees for their participation and input.